AWM Insights Financial and Investment News

What is a Non-Fungible Token and should you be buying or creating them?

NFTs and Web 3.0 have the vision to return ownership and value back to creators and their communities, but can that vision turn …

So now you are ready to invest and become an owner or lender, but what do you buy and how?

Stocks, bonds, mutual funds, ETFs, hedge funds, and private investments all make up the universe you have an …

To understand investing, you must start with ownership and lending. You can use your money to either buy ownership or lend it to borrowers. Investors are either owners or lenders, anything else is a …

Why risk your hard-earned money? What if you don’t invest because you’re too scared to take any risk? 

Every person has different priorities and investing money to meet those priorities is crucial to …

Money is such an important part of our lives, impacting mental and physical health. With so much information available immediately and through so many sources, sticking to the data of what works for …

Financial Structure is a household’s entire net worth, human capital, and tax rate evaluated in a comprehensive and holistic framework.

No matter how many different accounts you have, you only have on…

Fundamentals are the science of investing. The data and evidence prove that long-term investors that stay tax-conscious win over the long term. Smart diversification, managing emotions, avoiding medi…

To get the best returns in Private Markets you need to have an advantage. Do you have more information or uncommon expertise about the company? Can you add value to the company to improve their chanc…

To be able to invest like a pro for the long-term you must adopt three investment philosophies:

Let Data Drive Investment Decisions 

This means ignoring chasing the hot stock or crypto of the month and…

The gifts you buy for other people define a lot about your relationship with money. Are you compensating for an insecurity? Are you showing off?

Success with your money starts with your relationship w…

Congress is set to pass a large spending bill before the end of the year that will increase the tax bills of many. Tax planning is something every athlete deserves incorporated into their financial a…

Public markets are efficient, meaning they price in all public information almost instantaneously. 

This was proven once again this week when Peloton reported earnings and immediately dropped 25%. The…

“Shirtsleeves to shirtsleeves in three generations.” 

This is the expression commonly used to describe the reality that wealth is rarely sustained past the third generation. Building wealth is extreme…

The most important question when it comes to investing is the why? You cannot give good financial advice or make good investing decisions on your own without understanding what success looks like to …

In the previous two episodes of AWM Insights, we covered when the best time to invest your money is and where to look for your investment advice. This week we continue by discussing how you should co…

Whenever you have the money, it is the best time to invest. The caveat is that you must have a customized, well thought out plan that you can stick with over the long term. The market will always giv…

There are millions of places to find mainstream investment advice across television, books, social media, newspapers, newsletters, and friends. The problem is that this advice is almost always inappr…

Last week had the largest market down day of 2021, yet the markets finished slightly up on the week. What can and should you expect from the market?

Markets moving up and down is normal and should be …

With recent market dips, a common question that arises is: what causes market volatility?

The answer is a complex set of circumstances determined by many market decisions, but the real question lies i…

Is picking individual stocks a good investment strategy? 

Yes, if you like not being compensated for a lot of risk…No, if you want to have an actual investment strategy. 

While a case could be made for…